Holdings of LaFleur & Godfrey LLC

Name: Holdings of LaFleur & Godfrey LLC
Creator: Titelia
License: https://titelia.com/en/sources

132 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 39 % of the equity sleeve

Sector breakdown

Technology 22.0 %
Industrials 19.0 %
Health care 15.7 %
Financials 9.1 %
Consumer staples 4.9 %
Materials 4.9 %
Utilities 4.4 %
Consumer discretionary 4.0 %
Communication 3.6 %
Funds 3.2 %
Energy 2.6 %
Unattributed 6.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 100.0 %
TW 0.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	131	774.4M $	99.97 %
2	TW	1	225.4K $	0.03 %

Positions

Rank	Company	Shares	Value
1	Apple Inc	206,227	52.3M $
2	JPMorgan Chase & Co	125,339	36.9M $
3	Caterpillar Inc	46,081	32.6M $
4	Johnson & Johnson	131,797	32.2M $
5	Microsoft Corp	81,090	30M $
6	RTX Corp	136,772	26.4M $
7	iShares Trust	466,134	23.7M $
8	Stryker Corp	72,122	23.7M $
9	Broadcom Inc	73,481	22.7M $
10	Woodward Inc	59,307	21.2M $
11	Ecolab Inc	71,407	19M $
12	Palantir Technologies Inc	120,117	17.6M $
13	Constellation Energy Corp.	62,512	17.5M $
14	Exxon Mobil Corp	93,514	15.9M $
15	AbbVie Inc	71,175	15.5M $
16	Vulcan Materials Co	56,559	15.4M $
17	Thermo Fisher Scientific Inc	30,650	15.1M $
18	GE Vernova Inc	16,948	14.8M $
19	Amazon.com Inc	69,103	14.4M $
20	Chevron Corp	67,350	13.9M $
21	Curtiss-Wright Corp	20,379	13.9M $
22	Watsco Inc	37,030	13.5M $
23	NextEra Energy Inc	141,102	13.1M $
24	American Express Co	42,914	13M $
25	Honeywell International Inc	50,509	11.4M $
26	Netflix Inc	111,202	10.7M $
27	Merck & Co Inc	88,152	10.6M $
28	Amphenol Corp	79,122	10M $
29	Paychex Inc	108,499	10M $
30	International Business Machines Corp.	36,644	8.9M $
31	Church & Dwight Co Inc	87,563	8.2M $
32	Abbott Laboratories	78,424	8.1M $
33	Procter & Gamble Co/The	51,841	7.5M $
34	Alphabet Inc	25,934	7.4M $
35	Walmart Inc	58,076	7.2M $
36	Zscaler Inc	51,317	7.2M $
37	PepsiCo Inc	45,429	7.1M $
38	Blackstone Secured Lending Fund	279,435	6.6M $
39	Copart Inc	195,681	6.5M $
40	Alphabet Inc	22,231	6.4M $
41	Charles Schwab Corp/The	67,912	6.4M $
42	Cisco Systems, Inc.	76,005	5.9M $
43	L3Harris Technologies Inc	16,016	5.5M $
44	Truist Financial Corp	117,917	5.4M $
45	Applied Materials Inc	15,062	5.1M $
46	IDEXX Laboratories Inc	8,360	4.7M $
47	Hershey Co/The	21,212	4.4M $
48	Berkshire Hathaway Inc	8,300	4M $
49	Air Products and Chemicals Inc	12,988	3.8M $
50	Amgen Inc	10,078	3.5M $
51	Verizon Communications Inc	64,612	3.2M $
52	iShares Trust	61,640	3.2M $
53	Home Depot Inc/The	9,469	3.1M $
54	ONEOK Inc	31,861	2.9M $
55	McDonald's Corp.	9,034	2.8M $
56	Waste Management Inc	11,285	2.6M $
57	Danaher Corp	13,470	2.6M $
58	Automatic Data Processing Inc	11,727	2.4M $
59	Bristol-Myers Squibb Co	36,821	2.2M $
60	Evergy Inc	25,557	2.1M $
61	Starbucks Corp	22,275	2M $
62	Tyson Foods Inc	30,368	1.9M $
63	Coca-Cola Co/The	23,330	1.8M $
64	Illinois Tool Works Inc	6,530	1.7M $
65	Zoetis Inc	13,906	1.6M $
66	State Street Corp	12,845	1.6M $
67	Vanguard Growth ETF	3,665	1.6M $
68	Mercantile Bank Corp	31,499	1.6M $
69	Gentex Corp	71,966	1.6M $
70	Trade Desk Inc/The	68,194	1.5M $
71	First Solar Inc	7,689	1.5M $
72	State Street SPDR S&P 500 ETF Trust	2,072	1.3M $
73	Ulta Beauty Inc	2,544	1.3M $
74	Blackrock Inc	1,316	1.3M $
75	Adobe Inc	5,103	1.2M $
76	Fifth Third Bancorp	25,911	1.2M $
77	EOG Resources Inc	8,260	1.2M $
78	Roper Technologies Inc	2,913	1M $
79	Vanguard Value ETF	5,218	1M $
80	Waters Corp	3,022	900K $
81	United Parcel Service Inc	8,683	854.2K $
82	SELECT SECTOR SPDR TRUST (THE)	6,255	831.3K $
83	Vanguard High Dividend Yield E	5,581	826.5K $
84	NIKE Inc	14,926	788.4K $
85	Kadant Inc	2,658	777.1K $
86	JPMorgan Income ETF	16,785	773.3K $
87	Southern Co/The	7,056	681K $
88	Marvell Technology Inc	6,671	660.8K $
89	Columbia EM Core ex-China ETF	15,423	629.4K $
90	Sysco Corp	8,076	576.1K $
91	iShares 0-5 Year TIPS Bond ETF	5,156	533.3K $
92	VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF	6,675	529.1K $
93	NVIDIA Corp	3,014	525.6K $
94	iShares Short-Term National Muni Bond ETF	4,835	514.9K $
95	Novartis AG	3,337	509.7K $
96	General Dynamics Corp	1,426	489.4K $
97	Workday Inc	3,679	478K $
98	iShares Trust	4,005	453K $
99	SPDR Gold Shares	1,050	451.8K $
100	Colgate-Palmolive Co	4,950	421.9K $